We pride ourselves on having a well-rounded and hard-working team dedicated to the success of our clients, the firm, and each other.
Our internal vetting process allows us to employ the right individuals to ensure you always have access to an experienced and knowledgeable staff.
We firmly believe that “as our clients grow and prosper, so do we.”

Accounting + Audit + Advisory Team

Alex Bradbury
Audit Senior II

Cannon Hodges
Accounting Specialist

Cristina Guel
Accounting Specialist

Desjanel Beamon
Payroll Tax Accountant

DeVetta Perkins
Payroll Tax Specialist

Elizabeth Anderson
Accounting Associate

Emily Eldridge
Accounting Associate II

Jennifer Escobar
Accounting Specialist

Jesus Rafael
Accounting Associate

Julie Bangert

Kaitlin Murray
Accounting Associate

Lee Mathew
Audit Senior II

Melissa Murray
Senior Accounting Specialist

Paola Pereira
Senior Consultant III

Ravena Beamon
Payroll Tax Manager

Russ Thompson
Audit Senior II

Sandra Michout
Accounting Specialist

Taylor Gallegos
Accounting Specialist

Administrative Team

Donna Watermiller
Executive Assistant

Kara Dowling
Operations Specialist

Miriam Jeev-Solomon
Operations Assistant

Monique Ross
Operations Supervisor

Leadership Team

Andrea Gardner
Director of Operations

Fred Amiryan
CIO / Fractional CFO

Harvey Cox, CPA
Partner – Tax

Karen Meredith, CPA, CFP
Managing Partner

Kathy Phillips
HR/Operations Manager

Kathy Tamura
Chief Financial Officer

Lisa Lott, CPA, CIE, CFE
Partner – Audit

Matt Meredith
Partner – Operations & Marketing

Marketing + IT Team

Josh Flores
Technical Support Specialist II

Kristin Poston
Director of People & Culture

Melissa Lomeli
Director of Marketing

Rachel Rodriguez
Client Advocate

Tax Team

Ayesha Siddiqui
Tax Senior Associate

Bettina Cooke
Tax Senior

Daniel Herrera, CPA
Tax Senior

Elizabeth Nguyen, CPA
Tax Manager II

Enrique Palacios
Tax Senior

Janet Gravenor, CPA
Senior Tax Manager

Jared Weidner, CPA
Senior Manager

John Henderson, CPA
Tax Senior III

Min-Jee Choi
Tax Senior Associate


Pooja Patel
Tax Manager

Pranami Saha, CPA
Tax Senior Associate

Queenstar Barfi
Tax Senior Associate

Sagar Patel, CPA
Tax Senior

Susanna Thomas, CPA
Tax Senior III